The exclusive benefits of ReferLive @Work

  • Increase new deposit and loan acquisition from workplace banking efforts by 200%-300%
  • Reward employers and their employees for
    scheduling and attending workplace banking events with
    your financial institution
  • Track program results in real time by banker, branch and employer group seamlessly across account opening channels
  • Capture and distribute real-time leads with
    automated lead routing

Extend the reach and impact of your workplace banking program

Whether you have a robust workplace banking program with a team of dedicated business development officers or you feel as if you have lost touch with your existing employer groups, ReferLive @Work offers your financial institution the opportunity to deepen business relationships and drive new account growth. ReferLive @Work encourages employer groups to participate in your financial wellness program and rewards their employees for opening new retail products across your deposit and loan portfolios.

Workplace banking employees interacting in office

Want to learn more about ReferLive @Work?